ETFs to Gain as Japan Pledges to Invest $36B in U.S. Projects

Japan's $36B U.S. investment targets energy, exports and minerals. ETFs like XLE could ride the industrial boost from this landmark pledge.

Zacks Investment Research • Feb 19, 2026

VanEck Recognized for REMX, Fund Leadership and Social Media Excellence at 2026 With Intelligence Awards

NEW YORK--(BUSINESS WIRE)--VanEck is today celebrating a number of wins in the 2026 With Intelligence Mutual Fund & ETF Awards.

Business Wire • Feb 12, 2026

REMX: Don't Overestimate The Size Of The Rare Earths Market And Strength Of Geopolitical Tailwinds

VanEck Rare Earth and Strategic Metals ETF is downgraded to Hold due to high valuations and a surprisingly small global rare earths market. REMX's portfolio trades at a P/E of 32.16 and P/S of 3.25, well above mineral industry averages, despite rare earths' critical importance. Geopolitical tailwinds and rising rare earth prices have fueled strong performance, but potential U.S. stockpiles and diversification could deflate valuations long-term.

Seeking Alpha • Feb 10, 2026

Project Vault: ETFs to Gain as Trump Pushes $12B Into Rare Earth Reserve

Trump's $12B Project Vault to stockpile rare earths lifts MP Materials and brings critical minerals and clean energy ETFs into focus.

Zacks Investment Research • Feb 4, 2026

Disruptive Theme of the Week: Hot Themes in the New Year

Someone asked me the other day, “What are the hot themes for the new year?”  To start the year, we have seen some pretty impressive outsized performance from several key investment themes.

ETF Trends • Feb 3, 2026

US $12 Billion Critical Minerals Stockpile Puts Rare Earth ETFs Back In Focus

A fresh push from Washington to secure access to critical minerals could bring fresh investor interest across the U.S. ETF market.

Benzinga • Feb 2, 2026

REMX: Big Policy Tailwinds, Bigger Volatility

The VanEck Rare Earth and Strategic Metals ETF has surged 109% over the past year but remains highly concentrated and volatile. REMX's exposure to Chinese issuers creates alignment risks with U.S. policy goals, complicating the investment case amid geopolitical shifts.

Seeking Alpha • Jan 16, 2026

This ETF Is Up 146% as the Battle Over Rare Earths Heats Up

The materials sector doesn't get a lot of love. After finishing last among all 11 S&P 500 sectors in 2024, it mustered a 10% gain last year, which trailed the broad market.

MarketBeat • Jan 9, 2026

Do the Hottest ETFs of 2025 Still Have Upside in 2026?

In 2025, top-performing exchange-traded funds (ETFs) often capitalized on an angle related to innovation or to metals. With demand for data centers to power AI applications surging, funds focused on the infrastructure and materials necessary to fuel this industry thrived.

MarketBeat • Jan 8, 2026

Rare Earth Metal Stocks Quietly Break Out Again

Rare earth metal stocks were among the hottest investment themes earlier this year, only to fade from the spotlight in recent months. Now, just as the sector has slipped out of the investor zeitgeist, prices have staged a decisive technical breakout.

Zacks Investment Research • Dec 29, 2025